DAL · 10-Q · 2026Q2 · Full report
Aircraft Purchase Commitments
DELTA AIR LINES, INC. · 2026-07-10 · Importance 71 · Surprise 60 · In source text
At June 30, 2026 Delta's future aircraft purchase commitments totaled approximately $27.6 billion with scheduled deliveries and timing that remain uncertain due to supply chain, manufacturing and regulatory constraints. Commitments include a mix of narrowbody and widebody types (A220-300, A321neo, A330-900neo, A350-900/1000, B-737-10, B-787-10) and confirmed new orders: definitive agreements for Boeing 787-10 (deliveries beginning in 2031) and Airbus A330-900 and A350-900 (deliveries beginning in 2029), plus exercised options for A321neo with deliveries beginning in 2029. The purchase schedule shows material outlays across multiple years (examples: $1.81 billion remaining in the current half‑year and multi‑billion tranches thereafter, with $8.14 billion in the 'Thereafter' bucket). Management notes deliveries timing is subject to external constraints.
Key facts
- In March 2026, Delta entered into a definitive agreement with The Boeing Company to acquire 30 Boeing 787-10 aircraft with an option to purchase up to an additional 30; deliveries scheduled to begin in 2031. source
- In March 2026, Delta entered into a definitive agreement with Airbus S.A.S. to purchase 16 Airbus A330-900 and 15 Airbus A350-900 aircraft, with an option to purchase up to an additional 20 widebody aircraft; deliveries scheduled to begin in 2029. source
- In March 2026, Delta exercised options for 34 Airbus A321neo aircraft with deliveries scheduled to begin in 2029 and maintains options to purchase 36 additional A321neo aircraft. source
- Our future aircraft purchase commitments totaled approximately $27.6 billion at June 30, 2026. source
- Deliveries of Boeing 787-10 aircraft from the March 2026 definitive agreement are scheduled to begin in 2031. source
- Deliveries of Airbus A330-900 and A350-900 aircraft from the March 2026 agreement are scheduled to begin in 2029. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| liability | negative | committed | -27.2% | Our future aircraft purchase commitments totaled approximately $27.6 billion at June 30, 2026. |
| liability | negative | committed | — | Deliveries of Boeing 787-10 aircraft from the March 2026 definitive agreement are scheduled to begin in 2031. |
| liability | negative | committed | — | Deliveries of Airbus A330-900 and A350-900 aircraft from the March 2026 agreement are scheduled to begin in 2029. |